"Why Patient Financing?"

             Lenders, FinTech's and Industry Sales Teams

Overview

The Patient Financing Training for Lender, FinTech and Industry Sales Teams equips your sales, account management, and training departments with the knowledge, language, and confidence to engage provider practices in a way that drives adoption, increases utilization, and reinforces compliance.

Built on the LendingCert™ "Solve, Not Sell"™ framework, these programs help lender, fintech and industry sales teams move beyond transactional conversations to strategic partnerships with providers.

Four Options

• 2-Day
• 1-Day
• New Hires
• Customized

  Option 1: Full Two-Day Training

8 hours of onsite training (delivered over 2 days)

Day 1: The Foundation — “Why Patient Financing?”

• The “Why” That Changes the Conversation
  Understand the true market drivers and provider pain points behind patient financing.
• How Providers Assess Patient Eligibility
  Step inside the practice’s process to learn how decisions are made and what criteria influence approvals.
• Multi-Lender Environments Explained
  Gain confidence speaking about competitive and complementary lender arrangements.
• Compliance, Ethics, and Trust in Case Acceptance
  Explore compliant, ethical ways providers present financing that increase case acceptance rates.

Day 2: The Application — Aligning & Activating

• Aligning Your Brand with the LendingCert™ Model
  Ensure your messaging complements providers’ ethical and compliant frameworks.
• Speaking the Provider’s Language
  Tailor your conversations to the needs of different specialties and practice types.
• Hands-On Roleplay and Scenario Work
  Practice real-world conversations to build skill and confidence.
• Action Planning for Field and Inside Teams
  Map out how to apply strategies immediately in sales and training environments.

  Option 2: One-Day Program

                4 hours onsite (single day)

                 “Why Patient Financing?”

• Understand the patient and provider perspective
• Learn how practices evaluate eligibility and choose financing partners
• Gain insight into multi-lender environments
• Recognize how compliance and ethics shape provider trust and case acceptance
• See how aligning with the LendingCert™ "Solve, Not Sell"™ model differentiates your brand

Who Should Attend                                                               

• External and internal sales teams
• Account managers
• Training & utilization departments
• Leadership and strategy teams

Outcomes

• Stronger provider relationships
• Higher adoption and utilization rates
• Reduced friction in the sales process
• Improved compliance alignment and brand trust

  New Hire Training: Patient Lending Foundations

Virtual or Onsite — 4 Hours

Purpose
Equip new sales and account team members with a clear understanding of patient lending fundamentals, compliance basics, and your brand’s role in the provider ecosystem, so they can contribute confidently from day one.

Who’s This For

This course is designed for team members new to patient lending who need a fast, confident start in their role. It’s ideal for:

• New sales representatives beginning their first provider-facing territory or portfolio
• New account managers responsible for supporting existing provider relationships
• Training & utilization team members who deliver education to practices but are new to financing concepts
• Cross-functional hires in marketing, operations, or compliance who interact with providers or patient lending strategy.

Why It Matters
Early in a new hire’s journey, gaps in patient lending knowledge can slow adoption, weaken messaging, and create compliance risks. This training gives them the fundamentals to:

• Understand the provider’s perspective
• Communicate financing with confidence
• Represent the brand consistently and ethically
• Accelerate their ramp-up time and impact

Core Modules

• The “Why” of Patient Financing
  Why it matters to providers, patients, and your brand’s success
• Patient & Provider Perspectives
  How financing fits into treatment planning and case acceptance
• Eligibility & Multi-Lender Basics
  Key terms, approval considerations, and positioning
• Compliance & Trust Principles
  Risk awareness and how to reinforce ethical, compliant conversations
• Your Brand in the Lending Landscape
  Messaging alignment with LendingCert™ "Solve, Not Sell"™ model

 Delivery Format

• Virtual session (Zoom or preferred platform)
• Onsite available as an add-on
• Includes participant workbook & quick-reference guide

 Who Should Attend

• New hires in sales, account management, and training roles
• Cross-functional team members needing patient lending context

 Outcomes

• Faster ramp-up time for new hires
• Consistent, compliant messaging across the team
• Stronger confidence in provider-facing conversations

 Customized Program

Flexible Duration — Onsite, Virtual, or Hybrid

For teams with unique goals, market focus, or existing experience, our Customized Program offers a fully tailored training experience. We work with your leadership to identify your objectives, assess current skill levels, and design a program that blends the most relevant elements of our training modules.

Possible Customizations Include

• Selecting only the modules that align with your team’s needs
• Adjusting depth and complexity based on experience levels
• Creating specialty-specific roleplay and objection handling
• Incorporating your internal brand language and sales process
• Adding compliance or regulatory deep dives by state or market vertical

 Ideal For

• Lender, FinTech or Industry Sales teams entering new market segments
• Teams with mixed levels of patient lending experience
• Organizations seeking to integrate internal processes with industry best practices

 Outcomes

• Highly relevant, goal-driven content that maximizes training ROI
• Greater adoption of brand-aligned messaging and strategies
• Increased confidence across diverse market situations

Choosing the Right Training for Your Team

Whether your goal is to build a solid foundation, accelerate onboarding, or equip your team with advanced, field-ready skills, our Patient Lending Training for Lender and FinTech Teams offers four onsite or virtual options.

• The 2-Day Program  delivers a deep, hands-on learning experience with roleplay, specialty-specific strategies, and customized action planning.
• The 1-Day Program focuses on the core principles of “Why Patient Financing?” — ideal for teams needing a strong knowledge base without the extended application modules.
• The New Hire Training provides essential patient lending fundamentals in a compact 4-hour format, perfect for rapid onboarding of sales, account management, and cross-functional team members.
• Customized Program is tailored to your team’s unique goals, market verticals, and existing knowledge base — blending elements of any program length and format to maximize relevance and impact.

                                    Onsite Training Option

Side-by-Side Overview